Truist Financial Corp
TFC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000092230
In the last 90 days, Truist Financial Corp insiders filed 1 open-market purchase and 3 sales; 1,707 institutions reported holding it in 13F filings for Q2 2026, worth $46.7B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q1 2026
Institutional positions in Truist Financial Corp as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,648
- +8 vs. Q4 2025
- Shares held
- 933.7M
- +103.6M (+12.5%) vs. Q4 2025
- Total value
- $42.7B
- +$2.05B (+5.0%) vs. Q4 2025
- New holders
- 152
- 636 more added
- Sold out
- 144
- 648 more reduced
29 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,707 | $46.7B |
| Q1 2026 | 1,648 | $42.7B |
| Q4 2025 | 1,669 | $47.2B |
| Q3 2025 | 1,562 | $43.3B |
| Q2 2025 | 1,549 | $41.3B |
| Q1 2025 | 1,558 | $40.1B |
| Q4 2024 | 1,569 | $42.1B |
| Q3 2024 | 1,480 | $41.2B |
| Q2 2024 | 1,424 | $37.8B |
| Q1 2024 | 1,423 | $36.9B |
| Q4 2023 | 1,399 | $35.2B |
| Q3 2023 | 1,272 | $26.7B |
| Q2 2023 | 1,311 | $29.2B |
| Q1 2023 | 1,399 | $33.1B |
| Q4 2022 | 1,491 | $42.2B |
| Q3 2022 | 1,427 | $42.6B |
| Q2 2022 | 1,449 | $46.4B |
| Q1 2022 | 1,508 | $55.6B |
| Q4 2021 | 1,488 | $56.9B |
| Q3 2021 | 1,387 | $57.2B |
| Q2 2021 | 1,353 | $53.5B |
| Q1 2021 | 1,376 | $57.3B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coastline Trust Co | 300 | $13.8K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 300 | $13.8K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 307 | $14.1K | 0.01% | −23,510−98.7% | Reduced |
| Solstein Capital, LLC | 311 | $14.3K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 312 | $14.3K | 0.00% | +102+48.6% | Added |
| Armstrong Advisory Group, Inc | 320 | $14.7K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 321 | $14.7K | 0.01% | +34+11.8% | Added |
| Wealth Preservation Advisors, LLC | 329 | $15.1K | 0.01% | −323−49.5% | Reduced |
| Cornerstone Planning Group LLC | 309 | $15.4K | 0.00% | +100+47.8% | Added |
| Hanson & Doremus Investment Management | 356 | $16.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 360 | $16.5K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 361 | $16.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 364 | $16.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 365 | $16.8K | 0.00% | −394−51.9% | Reduced |
| Covestor Ltd | 378 | $17.0K | 0.01% | −262−40.9% | Reduced |
| Basepoint Wealth LLC | 379 | $17.4K | 0.01% | +1+0.3% | Added |
| PlanVest Financial, Inc | 379 | $17.4K | 0.01% | +379 | New |
| Monetary Management Group Inc | 388 | $17.8K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 389 | $17.9K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 396 | $18.0K | 0.00% | −85−17.7% | Reduced |
| Fairman Group, LLC | 392 | $18.0K | 0.02% | +4+1.0% | Added |
| Orion Capital Management LLC | 393 | $18.1K | 0.01% | +4+1.0% | Added |
| Edmond de Rothschild Holding S.A. | 403 | $18.5K | 0.00% | 00.0% | Unchanged |
| Ironwood Wealth Management, Inc. | 370 | $18.7K | 0.01% | +370 | New |
| Country Trust Bank | 408 | $18.8K | 0.00% | +11+2.8% | Added |
| PFS Partners, LLC | 409 | $18.8K | 0.01% | −75−15.5% | Reduced |
| TD Capital Management LLC | 410 | $18.9K | 0.00% | +4+1.0% | Added |
| Highline Wealth Partners LLC | 411 | $18.9K | 0.00% | +118+40.3% | Added |
| High Note Wealth, LLC | 415 | $19.1K | 0.00% | +6+1.5% | Added |
| JFS Wealth Advisors, LLC | 417 | $19.2K | 0.00% | +18+4.5% | Added |
| Legacy Wealth Managment, LLC | 422 | $19.4K | 0.01% | +258+157.3% | Added |
| Maseco LLP | 424 | $19.5K | 0.00% | −228−35.0% | Reduced |
| McGuire Capital Advisors Inc | 424 | $19.5K | 0.01% | −23−5.1% | Reduced |
| McIlrath & Eck, LLC | 427 | $19.6K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 427 | $19.6K | 0.01% | +3+0.7% | Added |
| Loomis Sayles & Co L P | 433 | $19.9K | 0.00% | −168−28.0% | Reduced |
| Kemnay Advisory Services Inc. | 438 | $20.1K | 0.00% | −67−13.3% | Reduced |
| Protective Life Corp | 444 | $20.4K | 0.07% | +444 | New |
| Raelipskie Partnership | 447 | $20.5K | 0.01% | +447 | New |
| Hartford Financial Management Inc. | 449 | $20.6K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 461 | $21.2K | 0.00% | +24+5.5% | Added |
| Fortitude Family Office, LLC | 473 | $21.7K | 0.00% | +182+62.5% | Added |
| Stone House Investment Management, LLC | 473 | $21.7K | 0.00% | +193+68.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 440 | $21.8K | 0.00% | +440 | New |
| Prosperity Bancshares Inc | 475 | $21.8K | 0.02% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 484 | $22.2K | 0.01% | +4+0.8% | Added |
| Wellington-Altus USA Inc. | 447 | $22.3K | 0.01% | −967−68.4% | Reduced |
| Opal Wealth Advisors, LLC | 508 | $23.3K | 0.01% | +508 | New |
| Westfuller Advisors, LLC | 511 | $23.5K | 0.01% | +29+6.0% | Added |
| Swiss Re Ltd | 533 | $24.5K | 0.15% | 00.0% | Unchanged |
| Triumph Capital Management | 548 | $25.2K | 0.01% | −52−8.7% | Reduced |
| Kilter Group LLC | 548 | $25.2K | 0.01% | +397+262.9% | Added |
| DAGCO, Inc. | 562 | $25.8K | 0.01% | −62−9.9% | Reduced |
| Peoples Financial Services Corp. | 568 | $26.1K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 593 | $27.0K | 0.01% | −5,707−90.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 594 | $27.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 600 | $27.0K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 589 | $27.1K | 0.03% | 00.0% | Unchanged |
| Mechanics Financial Corp | 600 | $27.6K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 600 | $27.6K | 0.00% | +127+26.8% | Added |
| Dogwood Wealth Management LLC | 606 | $27.9K | 0.01% | +146+31.7% | Added |
| True Wealth Design, LLC | 609 | $28.0K | 0.01% | +130+27.1% | Added |
| ZRC Wealth Management, LLC | 617 | $28.4K | 0.01% | +577+1,442.5% | Added |
| Hallmark Capital Management Inc | 619 | $28.5K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 629 | $28.9K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 627 | $29.0K | 0.01% | −49−7.2% | Reduced |
| Financial Perspectives, Inc | 637 | $29.3K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 647 | $29.7K | 0.03% | −2,878−81.6% | Reduced |
| IFG Advisory, LLC | 656 | $30.2K | 0.09% | −35,584−98.2% | Reduced |
| Horizon Financial Services, LLC | 666 | $30.6K | 0.01% | +32+5.0% | Added |
| Rosenberg Matthew Hamilton | 668 | $30.7K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 695 | $32.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 715 | $32.9K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 720 | $33.1K | 0.01% | +8+1.1% | Added |
| EFG International AG | 735 | $33.9K | 0.00% | −645−46.7% | Reduced |
| JNBA Financial Advisors | 750 | $34.5K | 0.00% | +750 | New |
| Evolution Wealth Management Inc. | 765 | $35.2K | 0.03% | +732+2,218.2% | Added |
| Keating Financial Advisory Services, Inc. | 767 | $35.3K | 0.01% | +85+12.5% | Added |
| Bare Financial Services, Inc | 809 | $37.2K | 0.01% | −13−1.6% | Reduced |
| Ares Financial Consulting, LLC | 797 | $37.2K | 0.03% | +548+220.1% | Added |
| Quest 10 Wealth Builders, Inc. | 824 | $37.9K | 0.03% | −19−2.3% | Reduced |
| Wilkerson Advisory Group LLC | 826 | $38.0K | 0.01% | +421+104.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 847 | $38.9K | 0.01% | +847 | New |
| Winthrop Capital Management, LLC | 840 | $39.0K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 853 | $39.2K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 854 | $39.3K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 872 | $40.1K | 0.02% | +75+9.4% | Added |
| Flagship Wealth Advisors, LLC | 961 | $41.3K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 908 | $41.7K | 0.01% | +110+13.8% | Added |
| WPG Advisers, LLC | 910 | $41.8K | 0.03% | −111−10.9% | Reduced |
| CoreCap Advisors, LLC | 911 | $41.9K | 0.00% | −65−6.7% | Reduced |
| SHP Wealth Management | 919 | $42.3K | 0.00% | +85+10.2% | Added |
| Ancora Advisors, LLC | 936 | $43.0K | 0.00% | −70−7.0% | Reduced |
| Aventura Private Wealth, LLC | 940 | $43.2K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 951 | $43.7K | 0.00% | −60−5.9% | Reduced |
| Private Wealth Management Group, LLC | 966 | $44.4K | 0.01% | −126−11.5% | Reduced |
| Cache Advisors, LLC | 1,000 | $46.0K | 0.01% | +1,000 | New |
| Optiver Holding B.V. | 1,008 | $46.3K | 0.00% | +1,008 | New |
| Hickory Point Bank & Trust | 1,022 | $47.0K | 0.03% | +1,022 | New |
| SOA Wealth Advisors, LLC. | 1,032 | $47.4K | 0.01% | −198−16.1% | Reduced |